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Charles Schwab Investment Advisory’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Charles Schwab Investment Advisory’s Portfolio IWF Stock Details IWF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,516
Closed -$633K – 43
2024
Q1 		$633K Sell
7,516
-392
-5% -$31.6K ﹤0.01% 65
2023
Q4 		$599K Buy
+7,908
New +$559K ﹤0.01% 65

Other funds holding IWF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Charles Schwab Investment Advisory's IWF Position: Q2 2024 in Review

Charles Schwab Investment Advisory sold out of iShares Russell 1000 Growth ETF (IWF) in Q2 2024, closing a stake of 7,516 shares — an estimated $633K sold.

Charles Schwab Investment Advisory first reported a position in IWF in Q4 2023 and held it in 2 quarters. The position peaked at $633K in Q1 2024. 2,027 funds tracked by Wall St. Rank hold IWF as of Q2 2024.

  • Charles Schwab Investment Advisory reported no remaining iShares Russell 1000 Growth ETF position as of Q2 2024 after selling out during the quarter.
  • Charles Schwab Investment Advisory sold 7,516 iShares Russell 1000 Growth ETF shares in Q2 2024, an estimated $633K.
  • Charles Schwab Investment Advisory first reported a position in iShares Russell 1000 Growth ETF in Q4 2023 and held it in 2 quarters.
  • Charles Schwab Investment Advisory's iShares Russell 1000 Growth ETF position peaked at $633K in Q1 2024.
  • 2,027 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2024.

Based on Charles Schwab Investment Advisory's 13F filing for Q2 2024.